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What are the different types of views?

When creating a new view, you must select a view type of Standard, Columns, Calendar, Gantt, List, or Block. This article will give examples of the different view types and basic properties.

To create or edit a view, first navigate to View Manager.

1. Click Create New View in the top left of the Views page or hover over the row of the view you want to edit and select Edit.

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2. The Basic Properties page is the first step in creating or editing a view. Give the view a name under the View Name* field. This is required. It is helpful to give the view a brief but descriptive title to differentiate your views.

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2. Choose a view type of Standard, Columns, Calendar, Gantt, List or Block.  

 

3. Choose a Display Range if the view allows and choose a Group By of either By Assignment or By Personnel. This means that the data incased in each schedule slot shows the opposite of what you grouped by. For example, if you group by assignment the assignments will show as the header of the rows and the slots will be filled in by the personnel working. 

 4. Choose a Data Type. The Both data type will show both Requests and Schedule data on the same schedule.

 

EXAMPLES OF VIEW TYPES

 

STANDARD views display schedule information scrollable vertically through the dates. This is the most used schedule format.

Standard view, grouped by assignment showing a display range of 1 month.

Scroll vertically to view more weeks of the schedule.

Toggle between the months of the schedule with the right and left arrows <>.

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Standard view, grouped by personnel showing a display range of 1 month.

Scroll vertically to view more weeks of the schedule.

Toggle between the weeks of the schedule with the right and left arrows <>.

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COLUMNS views display schedule information scrollable horizontally through the dates.

Columns view, grouped by assignment showing a display range of 1 month.

Scroll horizontally to view more weeks or days of the schedule.

The Call assignment text is colored in red and the Vacation assignment cell is colored light blue.

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Columns view, grouped by personnel showing a display range of 1 month.

Scroll horizontally to view more weeks or days of the schedule.

The Call assignment text is colored in red and the Vacation assignment cell is colored light blue.

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CALENDAR views condense schedule information into a calendar, where each slot includes the assignment, personnel, and time. 

Calendar view, grouped by Assignment always shows a display range of 1 month.

Scroll vertically to view more weeks of the schedule. 

Grouping by Assignment displays the assignment name first. The Calendar view always displays the start and end times for every slot.

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GANTT views display schedule information one day at a time, with times to show when personnel are scheduled and how they overlap.

Gantt view, grouped by Assignment always shows a display range of 1 day.

Toggle between the days of the schedule with the right and left arrows <>.

The view shows  the overlapping of when personnel are working or what assignments overlap per day. If you are viewing a current day, the assignments or personnel currently working will highlight in green.

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LIST views display chosen data fields of schedule information in a quickly searchable format.

List view, showing the fields of Personnel, Assignment, Start Time, and End Time showing a display range of 1 week.

Toggle between the weeks of the schedule with the right and left arrows <>.

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BLOCK views allow translation of blocks based on dates and length of days per block.

Block view Static, grouped by assignment showing the Block Range Start Date 1/1/2019, Block Range End Date 12/31/2019, Block Start Day Monday, Block Length (Days) 1, and Block Week Length 1.

Scroll horizontally to view more weeks or days of the schedule.

Block view Anchored, grouped by assignment showing the Block Start Date 3/21/2019, Start Block View Total Weeks 1, Block Start Day Wednesday, Block Length (Days) 1, and Block Week Length 1.

Toggle between the weeks of the schedule with the right and left arrows <>.

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OTHER VIEWS

ME view displays like a personal calendar showing only the logged in user's schedule.

ME views are automatically created for users that are scheduled. You will not have access to ME views if you are a Not Scheduled personnel.

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DAILY view displays like a gantt view, displaying schedule information one day at a time, with times to show when personnel are scheduled and how they overlap. 

Daily view is the default view when any user account is created.

Daily view, is always grouped by Assignment and always shows a display range of 1 day.

Toggle between the days of the schedule with the right and left arrows <>.

The view shows  the overlapping of when personnel are working or what assignments overlap per day. If you are viewing a current day, the assignments or personnel currently working will highlight in green.

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Now, get started and make some views!

 

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